+36.2%
BMY vs WWD
+21.4%
+14.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.8% |
| 7D | +2.1% | +4.0% | -1.9% | +1.9% |
| 30D | +7.0% | +0.4% | +6.6% | +6.9% |
| 3M | -0.9% | -7.9% | +7.0% | -0.2% |
| 6M | +14.9% | -10.6% | +25.6% | +14.9% |
| YTD | +22.8% | +9.4% | +13.4% | +19.0% |
| 1Y | +36.2% | +25.7% | +10.5% | +28.5% |
| All | +36.2% | +21.4% | +14.9% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling